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Client Portal
Log into our secure, password protected Client Portal to store and access your important financial documents from anywhere at anytime.
 
Tax Center
Take a look at our Resources page. Core Family Office specializes in Tax Strategy in Canoga Park, CA.
Newsletter
Our regularly updated newsletter provides timely articles to help you achieve your financial goals.
 
Financial Guides
Practical, unbiased information to help you reach your financial goals.
Financial Calculators
Try our wide variety of interactive financial problem solvers. Simply enter your criteria and you'll get your questions answered with dynamic graphs and personalized reports.
 
Internet Links
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COVID-19 Update
The health and safety of our Core Family Office team and clients in Canoga Park, CA is our top priority. With the COVID-19 virus having an increasing impact in our community, we want to let you know how our business is addressing this situation. Currently, our offices are still open for appointments.
   

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